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Name Holding Trade Value Shares
Change
Change in
Stake
RFN
501
Redwood Financial Network
Ohio
$222K +$9.05K +73 +4%
FHA
502
Flagship Harbor Advisors
Massachusetts
$222K +$7.56K +61 +3%
TWM
503
Thrive Wealth Management
Pennsylvania
$222K -$992 -8 -0.4%
Parallel Advisors
504
Parallel Advisors
California
$215K -$339K -2,737 -59%
VAFP
505
Vahanian & Associates Financial Planning
New York
$215K -$16.7K -135 -7%
AWA
506
Arete Wealth Advisors
Illinois
$214K +$238K +1,921 New
SWA
507
SFMG Wealth Advisors
Texas
$214K +$2.48K +20 +1%
TCM
508
Teza Capital Management
Illinois
$209K +$233K +1,876 New
IWP
509
Icon Wealth Partners
Texas
$209K +$233K +1,875 New
KI
510
Kapitalo Investimentos
Brazil
$208K +$232K +1,872 New
PTC
511
Petrus Trust Company
Texas
$208K +$232K +1,867 New
IFU
512
iSAM Funds (UK)
United Kingdom
$206K +$230K +1,854 New
LSA
513
Lion Street Advisors
Texas
$204K +$61.5K +496 +37%
DF
514
Donoghue Forlines
Massachusetts
$203K -$1.74K -14 -0.8%
QCM
515
Qsemble Capital Management
New York
$200K -$471K -3,800 -68%
Compagnie Lombard Odier SCmA
516
Compagnie Lombard Odier SCmA
Switzerland
$200K -$103K -834 -32%
EI
517
Ellevest Inc
New York
$200K -$3.72K -30 -2%
Belpointe Asset Management
518
Belpointe Asset Management
Nevada
$199K -$260K -2,094 -54%
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$190K +$213K +1,716 New
ACM
520
Aubrey Capital Management
United Kingdom
$189K – – –
Ameritas Investment Partners
521
Ameritas Investment Partners
Nebraska
$180K – – –
OAM
522
Ostrum Asset Management
France
$177K +$197K +1,590 New
SC
523
Steph & Co
Wisconsin
$177K – – –
Erste Asset Management
524
Erste Asset Management
Austria
$167K -$508K -4,100 -73%
SignatureFD
525
SignatureFD
Georgia
$158K -$4.09K -33 -2%